Institutional Ownership Stats

Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.

The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.

Quarter Institute Count Mean PPS Median PPS True Value PPS
Current Quarter 397 56.00 11.67 12.80
Previous Quarter 0 0.00 0.00 0.00

Institutional Ownership Counts

The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.

Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Current Quarter 365 64 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 7 5 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 52 0 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 1 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Past Week 0 0 0 0 0 0

BlackRock and Vanguard Ownership Stats

BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.

BlackRock Vanguard
Quarter Shares % Ownership PPS Shares % Ownership PPS
Current Quarter 1,355,570 0.00 0.00 12,847,632 0.00 0.00
Previous Quarter 0 0.00 0.00 0 0.00 0.00

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name Shares PPS
Fmr Llc 14,350,933 11.65
Price T Rowe Associates Inc /md/ 13,508,632 11.65
FMR LLC 12,703,637
PRNHX - T. Rowe Price New Horizons Fund, Inc. 10,965,898 11.65
PRICE T ROWE ASSOCIATES INC /MD/ 10,605,905
Neman Jonathan 8,173,553
Jammet Nicolas 6,578,183
Ru Nathaniel 6,575,055
REVOLUTION GROWTH II, LP 6,405,065
Vanguard Group Inc 6,380,655 11.65
Revolution Growth Management Company, Inc. 6,241,521 11.65
D1 Capital Partners L.P. 6,149,628
Ubs Asset Management Americas Inc 5,471,738 11.65
Anchorage Capital Group, L.L.C. 5,395,227
Anchorage Capital Group, L.L.C. 4,795,227 11.65
Lone Pine Capital Llc 4,556,503 11.65
Franklin Resources Inc 3,277,105 11.65
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,541,537 11.65
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,181,291 11.65
Radcliff Management LLC 2,129,363 11.65

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name Shares PPS

 

Recent Quarter Analysis

Name Shares PPS
Fmr Llc 14,350,933 11.65
Price T Rowe Associates Inc /md/ 13,508,632 11.65
FMR LLC 12,703,637
PRNHX - T. Rowe Price New Horizons Fund, Inc. 10,965,898 11.65
PRICE T ROWE ASSOCIATES INC /MD/ 10,605,905
Neman Jonathan 8,173,553
Jammet Nicolas 6,578,183
Ru Nathaniel 6,575,055
REVOLUTION GROWTH II, LP 6,405,065
Vanguard Group Inc 6,380,655 11.65
Revolution Growth Management Company, Inc. 6,241,521 11.65
D1 Capital Partners L.P. 6,149,628
Ubs Asset Management Americas Inc 5,471,738 11.65
Anchorage Capital Group, L.L.C. 5,395,227
Lone Pine Capital Llc 4,556,503 11.65
Franklin Resources Inc 3,277,105 11.65
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,541,537 11.65
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,181,291 11.65
Radcliff Management LLC 2,129,363 11.65
Neuberger Berman Group LLC 2,021,590 11.65
Name Shares PPS
Massachusetts Financial Services Co /ma/
Td Asset Management Inc
Leverage Partners Absolute Return Fund SPC
Bank Of America Corp /de/
Jane Street Group, Llc
ExodusPoint Capital Management, LP
Federated Hermes, Inc.
Caption Management, LLC
Foxhaven Asset Management, LP
Vontobel Holding Ltd.
Metropolitan Life Insurance Co/ny
Goldman Sachs Group Inc
Hudson Bay Capital Management LP
Crestline Management, LP
Rip Road Capital Partners LP
Zenyatta Capital Management LP
Jane Street Group, Llc
Susquehanna International Group, Llp
Point72 Hong Kong Ltd
Summit Partners Public Asset Management, Llc
Monolith Advisors
Hm Payson & Co
Confluence Wealth Services, Inc.
Cornerstone Advisory, LLC
Sculptor Capital LP
Caption Management, LLC
Davidson Kempner Capital Management Lp
Hrt Financial Lp
Maplelane Capital, Llc
DRW Securities, LLC
Hound Partners, LLC
Rokos Capital Management LLP
Zimmer Partners, LP
Maplelane Capital, Llc
Carmignac Gestion
Tabor Asset Management, LP
LMR Partners LLP
D1 Capital Partners L.P.
MetLife Investment Management, LLC
Sandia Investment Management LP
Laurion Capital Management LP
Macquarie Group Ltd
UBS Group AG
Alyeska Investment Group, L.P.
Inherent Group, Lp
Norges Bank
Woodson Capital Management, LP
UBS Group AG
Connable Office Inc
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL
Caas Capital Management Lp
Strs Ohio
Tcwp Llc
Manufacturers Life Insurance Company, The
Artha Asset Management LLC
Blackstone Group Inc
Qube Research & Technologies Ltd
Bellevue Asset Management, Llc
Prelude Capital Management, Llc
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II
First Trust Advisors Lp
Weiss Multi-Strategy Advisers LLC
Point72 Europe (London) LLP
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Wolverine Trading, Llc 42,700
Cutler Group LP 30,500
HAP Trading, LLC 11,100
Larson Financial Group LLC 100
Prelude Capital Management, Llc 0
Hound Partners, LLC 0
Caption Management, LLC 0
Name Current Calls
Susquehanna International Group, Llp 344,100
Cowen And Company, Llc 20,000
Symmetry Peak Management Llc 10,000
Summit Partners Public Asset Management, Llc 0
DRW Securities, LLC 0
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
PRNHX - T. Rowe Price New Horizons Fund, Inc. 10,965,898 11.65
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,541,537 11.65
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,181,291 11.65
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares 1,289,519 11.65
BSCFX - BARON SMALL CAP FUND 1,000,000 11.65
FNIAX - Fidelity Advisor New Insights Fund Class A 938,200 11.65
PHSKX - Virtus KAR Mid-Cap Growth Fund Class A 872,680 11.65
SMCWX - SMALLCAP WORLD FUND INC Class A 291,701 11.65
IWM - iShares Russell 2000 ETF 283,100 11.65
VEXMX - Vanguard Extended Market Index Fund Investor Shares 170,935 11.65
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 110,404 11.65
IWO - iShares Russell 2000 Growth ETF 104,954 11.65
QCSTRX - Stock Account Class R1 79,973 11.65
REDWX - Aspiration Redwood Fund 75,094 11.65
VBINX - Vanguard Balanced Index Fund Investor Shares 69,750 11.66
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 59,377 11.65
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 57,629 11.64
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 47,683 11.66
MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 39,208 11.66
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 32,600 11.66
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 21,800 11.65
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 18,878 11.65
AASOX - Alger Small Cap Growth Portfolio Class I-2 16,672 11.64
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 16,401 11.65
QBA2Q - Balanced Portfolio Initial Class 11,200 11.61
MXMTX - Great-West Small Cap Growth Fund Investor Class 9,947 11.66
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 7,937 11.59
NSIDX - Northern Small Cap Index Fund 7,224 11.63
QCEQRX - Equity Index Account Class R1 6,470 11.59
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 5,900 11.69
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 5,669 11.64
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3,542 11.58
IWV - iShares Russell 3000 ETF 3,238 11.74
FECGX - Fidelity Small Cap Growth Index Fund 3,237 11.74
SSMHX - State Street Small/mid Cap Equity Index Portfolio 2,800 11.79
MASCX - Victory Munder Small Cap Growth Fund Class A 2,488 11.66
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 2,169 11.53
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2,145 11.66
USMIX - Extended Market Index Fund 1,848 11.90
BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1,706 11.72
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 1,455 11.68
JETSX - Total Stock Market Index Trust NAV 1,407 11.37
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 867 11.53
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 772 11.66
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 591 11.84
TRZIX - T. Rowe Price Small-Cap Index Fund 500 12.00
RYRRX - Russell 2000 Fund Class A 95 10.53
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 60 16.67
Profunds - Profund Vp Ultrasmall-cap 49 20.41
Profunds - Profund Vp Small-cap 41
RYMKX - Russell 2000 1.5x Strategy Fund Class H 29
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 9
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Prelude Capital Management, Llc 0
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name